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My Client the Retiree/Investor

Published on 08 Apr 2005 | Took place at Maroochy Surf Club, Maroochydore, QLD

As Australia's population ages, so does your client base, resulting in your small business client moving into retirement mode. This seminar outlined a range of issues that need to be dealt with to ensure your client transitions into retirement with the greatest retention of wealth and most tax effective income streams.

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Individual sessions

Superannuation - creating the right balance

Author(s):  Chris WYETH

This paper covers:

  • latest contribution rules
  • how to make 150% on your money!
  • implications for remuneration packaging
  • the new pensions - what do we use and when?
  • accessing tax free funds in super and pensions
  • practical excess benefits strategies
  • enough is enough - balance your super and investment structures.
Materials from this session:

Hot property issues

Author(s):  Murray GRAHAM

This presentation covers the following topics:

  • buy and sell off the plan - revenue or capital?
  • timing of taxation CGT revenue, trading stock
  • put and call options
  • valuation of trading stock
  • mixed development - strategies
  • PPR exemption and back lot development.

This was also presented on 11 May 2005 at 'The All New Margin Scheme' event in Brisbane.

Materials from this session:

Estate planning

Author(s):  Peter PORCELLINI

This presentation covers:

  • tax effective wills
  • defensive planning and drafting
  • identification of assets liabilities and beneficiaries
  • the use of discretionary trusts
  • enduring powers of attorney, guardianship and advance health directives.
Materials from this session:

Getting cash out of corporate structures

Author(s):  Paul SOKOLOWSKI

This paper covers the intricacies of distributing or liberating wealth from continuing companies including:

  • the advantages of schemes of arrangement in complex client structures
  • what to do to deal with value shifting traps
  • dealing effectively with possible debt forgiveness implications
  • structuring and optimising capital reductions / buybacks - avoiding assessable dividends
  • capital benefits and dividend streaming implications.

This paper was also presented by Michael Hennessey at the 'Roadmap to Business Structures' seminar held in Brisbane on 19 November 2004. Michael also presented a large proportion of the paper at the 'My Client the Retiree/Investor' seminar held in Maroochydore on 8 April 2005 and at the '2005 North Queensland Convention' held in Townsville on 19 and 20 May 2005.

Materials from this session:

Retiree investment structures (outside superannuation)

Author(s):  Brian J RICHARDS

This paper covers:

  • the useful tax structures for holding assets
  • the family or commercial issues that need to be considered
  • the tax issues that need to be addressed
  • what happens on death - succession issues.
Materials from this session:

Investment strategies

Author(s):  Michael GOODWIN

This presentation covers:

  • spread
  • risk return
  • time frames
  • investment types.
Materials from this session: